A complete list of active advisors currently associated with B Hive Financial, LLC

Warmer can help you find a great advisor at B Hive Financial, LLC or one who fits your needs even better.

B Hive Financial provides discretionary asset management and financial planning and consulting services to individuals, high‑net‑worth individuals, and small‑ and medium‑sized business entities. As of December 31, 2025 the firm reports approximately $670,238 in discretionary assets across three client accounts and charges asset‑based fees for portfolio management while offering hourly or fixed fees for financial planning. Investment programs are tailored to client goals, time horizons and risk tolerance, with the firm operating under discretionary trading authority while allowing clients to impose written investment restrictions. The firm describes use of fundamental, technical and charting analysis and implements strategies ranging from long‑ and short‑term holdings to options strategies, with quarterly account reviews and periodic rebalancing or tax‑loss harvesting. Notable departures from many peers include an affiliation with real estate brokerage activity — the firm’s supervised person holds a real estate broker license and conducts real estate business outside the advisory practice — and an explicit disclosure that there will be no crossover clients. The firm also states it serves corporate or business clients as well as individuals, a client mix that is less common among independent advisers and may require integrating business‑focused planning into its investment and consulting work.

To learn more about the advisors currently working at B Hive Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.